See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,876 | $152,587-88.3% | $125,175-85.7% | $152,861-88.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.24% | 54.84%-27.6pp | 43.79%-16.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $3,690 | $4,946-25.4% | $3,865-4.5% | $4,762-22.5% |
| Participant deferral / active EE | $8,708 | $5,868+48.4% | $4,937+76.4% | $5,850+48.8% |
| Admin fee / account holder | $154 | $13,434-98.9% | $9,702-98.4% | $11,596-98.7% |